Confluence Wealth Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Confluence Wealth Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$275,502
-0.9%
1,323
+4.8%
0.05%
-8.5%
Q2 2023$278,062
+4.4%
1,2630.0%0.06%
-4.8%
Q1 2023$266,392
-14.2%
1,263
-17.1%
0.06%
-23.5%
Q4 2022$310,403
+31.0%
1,523
+20.6%
0.08%
-19.0%
Q3 2022$237,000
-12.9%
1,263
+3.4%
0.10%
-16.7%
Q2 2022$272,000
+10.6%
1,222
+18.1%
0.12%
+34.8%
Q1 2022$246,000
-6.5%
1,0350.0%0.09%
+4.7%
Q4 2021$263,0001,0350.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders